Saxo Q1 Outlook: The Great Climate Shift
Comment of the Day

February 11 2020

Commentary by Eoin Treacy

Saxo Q1 Outlook: The Great Climate Shift

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Eoin Treacy's view

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The long running argument against green energy investing has been that the cost and intermittency of supply do not come close to compensating for the ease of relying on fossil fuels. That meant the sector has long been confined to a high beta position relative to oil prices because it relied on high energy prices to justify investment. The question that now needs to be addressed is whether this valuation model is still relevant?

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